Excess Returns

Por: Excess Returns
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
442 episodios disponibles

Latest episodes of the podcast Excess Returns

Mostrando página 4 de 23

A Practical Guide to Market Valuation with Ben Carlson 29/09/2025
The New Valuation Regime | Jim Paulsen on Confidence, Inflation and the Coming Market Supports 27/09/2025
Finding the Next Great Tech Compounders | John Tinsman 25/09/2025
Finding Decade-Long Compounders with Joseph Shaposhnik 22/09/2025
The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong 20/09/2025
Exceptionalism Is Ending. New Winners Are Rising | Olga Bitel on the $2 Trillion Opportunity 17/09/2025
Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter 15/09/2025
Brent Donnelly on the Fed, Inflation, and Why 2% No Longer Matters 12/09/2025
Cullen Roche on Inflation, AI and Why the Debt Crisis is Overblown 10/09/2025
This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You 07/09/2025
Cole Smead on Deficits, Inflation, and the Erosion of Earnings Quality in Technology Stocks 03/09/2025
31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification 31/08/2025
The Hidden Risks of High Income Options Strategies | Shawn Gibson and Eric McArdle 29/08/2025
Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally 28/08/2025
Mike Philbrick on Gold, Bitcoin, and Rethinking Diversification Beyond 60/40 26/08/2025
An Inside Look at Buffer ETFs with Jeff Chang 23/08/2025
Record Valuations. Hidden Opportunity | Tobias Carlisle on Finding Value in an Expensive Market 21/08/2025
Momentum is Everything | Leigh Drogen on Building Lasting Strategies in Crypto 19/08/2025
Show Us Your Portfolio: Aswath Damodaran 16/08/2025
64% Never Escape Level Four | Nick Maggiulli on Climbing the Wealth Ladder 14/08/2025
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